Transform your fees, billing, invoicing with leading edge analytics
Envestnet Revenue Manager takes enterprise-class billing solutions to the next level—out of operations/IT and into the C-Suite—providing CFOs with previously unavailable performance insights. Some of the world’s largest financial institutions use our real-time analytics to increase predictive capabilities, improve cash flow, reduce costs, and enhance client service.
Revenue Manager integrates into your existing infrastructure across platforms, such as general ledgers or CRM packages. Contact us at RevenueManager@envestnet.com for more information.
EZOPS harnesses the power of Machine Learning and Intelligent Process Automation to manage all aspects of data control and validation, including reconstruction, reconciliation, research, remediation and reporting, at some of the world’s largest financial institutions. EZOPS blends decades of financial services experience with cutting edge technology to eliminate age-old inefficiencies across the full range of market participants, asset classes and business processes.
From plain assets to the most complex derivatives, the EZOPS platform delivers quantifiable business value within just a few weeks of going live. Driven by the goal of improving data quality and integrity, EZOPS helps organizations better control their data with AI-powered automation. With a low code interface, EZOPS liberates teams from repetitive tasks and manual processes so that they can focus on value-added work that enhances customer service and drives revenue growth.
FactSet (NYSE:FDS | NASDAQ:FDS) helps the financial community to see more, think bigger, and work better. Our digital platform and enterprise solutions deliver financial data, analytics and open technology to over 7,000 global clients, including over 180,000 individual users. Clients across the buy-side and sell-side as well as wealth managers, private equity firms and corporations achieve more every day with our comprehensive and connected content, flexible next-generation workflow solutions, and client-centric specialized support. As a member of the S&P500, we are committed to sustainable growth and have repeatedly scored 100 on the Human Rights Campaign® Corporate Equality Index and been recognized amongst the Best Places to Work in 2023 by Glassdoor as a Glassdoor Employees’ Choice Award winner.
Learn more at www.factset.com and follow us on Twitter: www.twitter.com/factset.
FINBOURNE combines extensive technical expertise in financial services data management with a best-in-class, open, cloud–based investment management and servicing product ecosystem. By deploying our solutions, our clients can better aggregate, manage and utilise data across their organizations. With operations across North America, Europe, Asia and Australia, FINBOURNE’s data management solutions help financial services firms improve their investment management and servicing capabilities. Clients can increase returns, reduce costs and manage risk by maximizing the value of their internal and external data.
Company URL: https://www.finbourne.com/
Gresham Technologies plc (Gresham) is a global leader in mission-critical software and automation solutions for financial services. Our award-winning Clareti platform helps firms operate efficiently, manage risk, stay compliant, and focus on their customers knowing that their data and digital processes are under control. Listed on the main market of the London Stock Exchange (GHT.L) and headquartered in the City of London, our industry-recognised Connect and Control Solutions, Data and Managed Services are proven at nearly three hundred organisations worldwide, including many of the world’s largest banks, investment managers and corporates.
Linedata Asset Management offers a robust, configurable platform of software, data and services that enable our wealth, institutional and
alternative clients to grow, operate efficiently, manage change and provide excellent service to their own clients and stakeholders.
We provide a flexible, modular approach to the challenges of the investment lifecycle: market leading portfolio management, trading, compliance, position keeping, risk, performance, NAV solutions and shadow accounting, robust reporting and electronic trading connectivity combined with an experienced outsourcing services capability, all of which is adaptable to your needs and operational models today and as you grow.
RBC Investor Services (RBCIS) delivers asset servicing solutions to Canadian asset managers and asset owners, investment counsellors and other financial institutions. Part of Royal Bank of Canada, Canada’s largest bank and one of the top 15 banks globally1, our focus is on safeguarding the assets of our clients and supporting their growth.
Clients benefit from our long-standing experience and expertise:
· Over 120 years in providing investor services
· Award-winning custody, asset servicing and fund administration solutions2
· Focused on delivering seamless client experiences and employing technology to enable our clients’ success
Products and Services
RBCIS’ product and services include custody, fund administration, shareholder services, middle office, cash
management, foreign exchange and securities finance.
(1) Based on market capitalization as at October 31, 2023
(2) Global Investor ISF and R&M Surveys, 2022
At S&P Global Market Intelligence, we understand the importance of accurate, deep and insightful information. Our team of experts delivers unrivaled insights and leading data and technology solutions (such as our EDM platform), partnering with customers to expand their perspective, operate with confidence, and make decisions with conviction.
S&P Global Market Intelligence is a division of S&P Global (NYSE: SPGI). S&P Global is the world’s foremost provider of credit ratings, benchmarks, analytics and workflow solutions in the global capital, commodity and automotive markets. With every one of our offerings, we help many of the world’s leading organizations navigate the economic landscape so they can plan for tomorrow, today. For more information, visit www.spglobal.com/marketintelligence
©2023 Foxon Media